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BJL

Brighton Jones LLC Portfolio holdings

AUM $4.53B
1-Year Est. Return 21.1%
This Fund
S&P 500
This Quarter Est. Return
+7.11%
1 Year Est. Return
+21.1%
3 Year Est. Return
+88.41%
5 Year Est. Return
+98.84%
10 Year Est. Return
+499.78%
AUM
$4.17B
AUM Growth
+$477M
Cap. Flow
+$254M
Cap. Flow %
6.09%
Top 10 Hldgs %
45.12%
Holding
1,066
New
139
Increased
640
Reduced
211
Closed
39

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$19.5M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.7M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.8M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.2M
5
TSLA icon
Tesla
TSLA
+$7.85M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$9.21M
2
IOT icon
Samsara
IOT
+$7.18M
3
RDDT icon
Reddit
RDDT
+$4.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.68M
5
TMUS icon
T-Mobile US
TMUS
+$1.16M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 25.2%
2 Technology 20.56%
3 Financials 5.46%
4 Communication Services 4.47%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
176
iShares S&P 500 Value ETF
IVE
$50B
$2.65M 0.06%
12,816
+142
+1% +$28.5K
XLK icon
177
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.64M 0.06%
18,766
-2,482
-12% -$329K
VEEV icon
178
Veeva Systems
VEEV
$38.1B
$2.62M 0.06%
8,789
+3,909
+80% +$1.1M
MO icon
179
Altria Group
MO
$109B
$2.62M 0.06%
39,604
+3,273
+9% +$207K
AON icon
180
Aon
AON
$75.7B
$2.59M 0.06%
7,269
+276
+4% +$99.8K
LRCX icon
181
Lam Research
LRCX
$383B
$2.58M 0.06%
19,287
+2,357
+14% +$250K
CB icon
182
Chubb
CB
$134B
$2.53M 0.06%
8,950
+3,970
+80% +$1.09M
SCHD icon
183
Schwab US Dividend Equity ETF
SCHD
$107B
$2.52M 0.06%
92,210
-4,208
-4% -$115K
MOH icon
184
Molina Healthcare
MOH
$10.4B
$2.52M 0.06%
13,148
+8,607
+190% +$1.58M
IWP icon
185
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$2.47M 0.06%
17,351
-710
-4% -$100K
NEM icon
186
Newmont
NEM
$124B
$2.46M 0.06%
29,167
+7,595
+35% +$530K
TMO icon
187
Thermo Fisher Scientific
TMO
$222B
$2.46M 0.06%
5,063
+88
+2% +$41K
MRSH
188
Marsh
MRSH
$91B
$2.44M 0.06%
12,119
+1,925
+19% +$396K
VDE icon
189
Vanguard Energy ETF
VDE
$10.3B
$2.42M 0.06%
19,210
+139
+0.7% +$17.1K
BKNG icon
190
Booking.com
BKNG
$160B
$2.41M 0.06%
11,175
+2,350
+27% +$525K
WRB icon
191
W.R. Berkley
WRB
$26.3B
$2.39M 0.06%
31,247
-1,324
-4% -$94.3K
UNP icon
192
Union Pacific
UNP
$174B
$2.39M 0.06%
10,111
+641
+7% +$144K
VGT icon
193
Vanguard Information Technology ETF
VGT
$147B
$2.34M 0.06%
25,024
+560
+2% +$48.9K
FDX icon
194
FedEx
FDX
$76.9B
$2.33M 0.06%
9,898
+5,447
+122% +$1.26M
EG icon
195
Everest Group
EG
$14.2B
$2.32M 0.06%
6,635
+4,062
+158% +$1.37M
DHR icon
196
Danaher
DHR
$147B
$2.31M 0.06%
11,671
+1,281
+12% +$255K
NEE icon
197
NextEra Energy
NEE
$177B
$2.31M 0.06%
30,551
+416
+1% +$30.4K
TPR icon
198
Tapestry
TPR
$33.3B
$2.3M 0.06%
20,351
+6,585
+48% +$689K
MCK icon
199
McKesson
MCK
$103B
$2.3M 0.06%
2,973
-292
-9% -$206K
FTI icon
200
TechnipFMC
FTI
$29.1B
$2.29M 0.06%
58,171
+22,379
+63% +$819K
6 7
8
9 10

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SCM
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SV
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LNWTC
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GIBU
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IC
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SCM
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VCM
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Brighton Jones LLC's Q3 2025 Portfolio in Review

As of Q3 2025, Brighton Jones LLC held 1,066 positions worth $4.17B, up 13% from $3.69B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Brighton Jones LLC deployed $254M of net new capital in Q3 2025, opening 139 new positions and adding to 640 existing holdings. Its largest new stake was WeRide Inc: 444,823 shares worth $4.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 25% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $9.21M trimmed.

  • Brighton Jones LLC's largest Q3 2025 buy was WeRide Inc: 444,823 shares worth $4.4M.
  • Brighton Jones LLC added most to Amazon in Q3 2025, an estimated $19.5M increase.
  • Brighton Jones LLC's biggest Q3 2025 reduction was Microsoft, cutting an estimated $9.21M.
  • Brighton Jones LLC fully exited FMC in Q3 2025, selling an estimated $620K.
  • Brighton Jones LLC's ten largest holdings make up 45% of its $4.17B portfolio in Q3 2025.
  • Brighton Jones LLC opened 139 new positions and closed 39 in Q3 2025.
  • Brighton Jones LLC's portfolio value rose 13% quarter-over-quarter to $4.17B.

Based on Brighton Jones LLC's 13F filing for Q3 2025, filed 14 Oct 2025.